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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,330 | $95,188-89.1% | $76,518-86.5% | $135,380-92.4% |
| Participation rate | 95.5% | 74.4%+21.1pp | 68.0%+27.5pp | 82.6%+12.8pp |
| Annual return | -12.31% | 4.85%-17.2pp | -0.27%-12.0pp | 519.81%-532.1pp |
| Employer contribution / active EE | $4,433 | $3,303+34.2% | $2,647+67.5% | $4,779-7.2% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,407 | $6,249-61.5% | $4,849-50.4% | $10,828-77.8% |